《即日市评》港股守两万三 赌股弱 维他奶挫逾一成
市场担心新冠疫情在全球蔓延，港股今日回落。据美国约翰霍普金斯大学统计，美国昨单日增加逾1.85万宗，累计死亡人数2,514人，单日增加近500人，美国总统特朗普预计新型疫情导致的死亡个案会在大约两周内见顶，决定将社交防疫措施延长至4月30日；欧央行吁押後派息，欧洲主要股市偏软，执笔之时美股道指期货回落逾200点或1%，美汇指数处98.9240。人行将7天逆回购利率由2.4%下调至2.2%，为近五年最大降幅，人行货币政策委员会委员马骏认为标志货币政策进入加大逆周期调节力度阶段，上证综指跌0.9%收2,747，沪深两市成交额共6,331亿人民币。
港股跟随外围下跌。恒指今早低开463点，其後短暂失守23,000点，曾跌510点一度低见22,973点，午後曾倒升7点曾高见23,491点，但其後市场再现沽售，恒指全日跌309点或1.3%，收23,175点；国指跌102点或1.1%，收9,402点，大市全日成交总额1,079.49亿元，沪、深港通南下交易录得净流入金额分别为35.11亿及13.91亿元人民币。融创中国(01918.HK)股价於绩後下滑6.4%，而领展(00823.HK)跌3%，香港电讯(06823.HK)走低2.6%。
【忧疫情持续 赌股沽压重】
濠赌股持续捱沽，金沙中国(01928.HK)、银娱(00027.HK)股价各走低4.9%及4.8%，永利澳门(01128.HK)挫3.4%。摩根士丹利发表报告表示，降澳门赌股目标价，以反映对今明两年EBITDA预期下调37%及18%，料今明两赌收预期分别为按年跌35%(原本跌16%)及增40%(原本增20%)，中期风险回报吸引，短期看好一些贵宾厅和半岛占比较多的博企，继续推荐澳博(00880.HK) 和美高梅(02282.HK) 。
该行同时预期，永利澳门、银娱和澳博均会削股息，以保留更多现金流；预期金沙(01928.HK)和新濠博亚会维持股息不变。
【吉利绩後软 维他奶急挫】
港股今日市宽转弱，主板股票的升跌比率为32比12(上日28比17)，下跌股份1,208只(跌3.5%)，恒指成份股7只上升，下跌股份41只，升跌比率为14比82(上日66比32)；大市今日录沽空155.51亿元，占可沽空股份成交869.37亿元的17.888%(上日为16.31%)。
吉利(00175.HK)全日下滑4.1%收11.28元，公司中午公布去年纯利81.9亿人民币按年跌34.8%；每股盈利0.9元人民币，派末期息0.25港元，上年同期派0.35港元。营业额按年跌8.6%，去年销量为136.1万部，按年跌9%。花旗发表报告表示，吉利去年纯利符合市场预期，指旗下自由现金流量达50亿人民币强劲，但同时留意到公司研发等成本急速上升，并指去年业绩属中性，并无太多令人意外的地方。花旗维持对吉利「买入」投资评级及目标价19.9元。
此外，维他奶(00345.HK)全日股价急挫近13%收23.2元。星展发表报告表示，维他奶该行估计，按维他奶截至今年3月底止下半财年(2020财年下半财年)会自二十年来首度录得半年财年亏损，估计下半财年会录1,100万至8,200万元亏损，而该行估计维他奶截至今年3月底止全年纯利录4.91亿元人民币按年下跌逾29%。
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